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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
251
Premier Asset Management
Illinois
$407K -$5.51K -75 -1%
CGA
252
Crescent Grove Advisors
Illinois
$402K +$402K +5,470 New
FBFS
253
First Business Financial Services
Wisconsin
$387K – – –
PAS
254
Partnervest Advisory Services
California
$383K +$147 +2 +0%
RHBC
255
R.H. Bluestein & Co
Michigan
$367K – – –
TCOV
256
Trust Company of Vermont
Vermont
$363K -$1.84K -25 -0.5%
PAG
257
Private Advisor Group
New Jersey
$360K -$234K -3,135 -39%
OWD
258
Osborn Williams & Donohoe
Ohio
$360K – – –
Prudential Financial
259
Prudential Financial
New Jersey
$350K – – –
ONB
260
Old National Bancorp
Indiana
$348K -$33.8K -460 -9%
QI
261
QS Investors
New York
$343K +$110K +1,500 +47%
DWT
262
Dorsey & Whitney Trust
South Dakota
$341K -$2.2K -30 -0.6%
1GA
263
1st Global Advisors
Texas
$334K -$61K -830 -15%
RIM
264
Ranger International Management
Illinois
$334K +$263K +3,580 +369%
EVM
265
Eaton Vance Management
Massachusetts
$330K – – –
RP
266
Rowlandmiller & Partners
Georgia
$329K – – –
CBU
267
CIBC Bank USA
Illinois
$322K -$33K -450 -9%
HPC
268
HM Payson & Co
Maine
$322K – – –
KFC
269
Klingenstein Fields & Co
New York
$320K -$1.83K -25 -0.6%
TU
270
TDAM USA
Ontario, Canada
$317K +$44K +600 +16%
CCIA
271
Campbell & Co Investment Adviser
Maryland
$307K +$307K +4,176 New
BTIS
272
BB&T Investment Services
North Carolina
$300K +$296K +4,127 +7,643%
SMC
273
Smith, Moore & Co
Missouri
$296K – – –
BCM
274
Boltwood Capital Management
California
$293K +$293K +4,000 New
1IA
275
1834 Investment Advisors
Wisconsin
$284K -$221K -3,014 -44%
9 10
11
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